Filed February 17, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $539,835 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $64,379 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $61,247 |
Service code 11 · EIN 53-0181291 | Actuarial | $44,140 |
MARTIN EDUCATION ENTERPRISES5+ years Service code 16 · EIN 45-4148409 | Consulting | $37,597 |
CURCIO WEBB2 years Service code 17 · EIN 36-4171366 | Pension Consulting | $18,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,936 | $121,004-14.1% | $69,480+49.6% | $89,609+16.0% |
| Participation rate | 94.1% | 66.9%+27.1pp | 74.6%+19.5pp | 69.6%+24.5pp |
| Annual return | 20.52% | 20.21%+0.3pp | 28.99%-8.5pp | 33.65%-13.1pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,771 | $4,335+125.4% | $3,537+176.3% | $4,222+131.4% |
| Admin fee / account holder | $26 | $32-17.3% | $3,840-99.3% | $72-63.2% |